Rockline Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW Rockline Wealth Management, LLC | Institutional Filer | ▼ 6.21% | $460.1M | 108 |
Current Portfolio Holdings
Showing all 108 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 405K | $70.6M | 15.35% |
| 2 | AAPL | Apple Inc. | Technology | 136K | $34.4M | 7.48% |
| 3 | MSFT | Microsoft Corporation | Technology | 58K | $21.3M | 4.64% |
| 4 | META | Meta Platforms, Inc. | Technology | 33K | $19.0M | 4.12% |
| 5 | GOOG | Alphabet Inc. | Technology | 63K | $18.1M | 3.93% |
| 6 | AVGO | Broadcom Inc. | Technology | 55K | $17.0M | 3.69% |
| 7 | PLTR | Palantir Technologies Inc. | Technology | 110K | $16.1M | 3.50% |
| 8 | LRCX | Lam Research Corporation | Technology | 56K | $12.0M | 2.61% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 34K | $10.1M | 2.20% |
| 10 | WMT | Walmart Inc. | Consumer Defensive | 80K | $9.9M | 2.15% |
| 11 | HD | The Home Depot, Inc. | Consumer Cyclical | 30K | $9.8M | 2.12% |
| 12 | COST | Costco Wholesale Corporation | Consumer Defensive | 9K | $9.4M | 2.04% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 45K | $9.3M | 2.03% |
| 14 | ORCL | Oracle Corporation | Technology | 60K | $8.9M | 1.93% |
| 15 | JNJ | Johnson & Johnson | Healthcare | 31K | $7.7M | 1.67% |
Showing 1 to 15 of 108 holdings